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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1401
Howe & Rusling
New York
$7K +$321 +9 +5%
HF
1402
Halpern Financial
Virginia
$6.11K +$5.92K +166 New
CIM
1403
Contravisory Investment Management
Massachusetts
$6K – – –
EIM
1404
Essex Investment Management
Massachusetts
$6K – – –
CAC
1405
Certified Advisory Corp
Florida
$6K +$36 +1 +0.6%
RIA
1406
RPG Investment Advisory
California
$6K +$5.34K +150 New
TAIM
1407
TD Ameritrade Investment Management
Nebraska
$5K -$355K -9,965 -99%
BWM
1408
Baystate Wealth Management
Massachusetts
$5K -$11.1K -311 -71%
AWM
1409
Atticus Wealth Management
Florida
$5K – – –
CFO
1410
CVA Family Office
Colorado
$5K – – –
SIAS
1411
Shine Investment Advisory Services
Colorado
$5K – – –
AW
1412
Avion Wealth
Texas
$4K – – –
CFN
1413
Cordasco Financial Network
Florida
$4K – – –
JWA
1414
JFS Wealth Advisors
Pennsylvania
$4K – – –
SWM
1415
Selective Wealth Management
Virginia
$4K – – –
WAS
1416
Winch Advisory Services
Wisconsin
$4K – – –
APWM
1417
Atlas Private Wealth Management
New York
$4K +$36 +1 +0.9%
TJHA
1418
Thomas J. Herzfeld Advisors
Florida
$4K +$3.99K +112 New
NIM
1419
NuWave Investment Management
New Jersey
$3K +$2.42K +68 New
RA
1420
Rational Advisors
New York
$3K +$2.42K +68 New
THWM
1421
Taylor Hoffman Wealth Management
Virginia
$3K +$2.42K +68 New
FFC
1422
First Financial Corp
Indiana
$3K +$2.96K +83 New
BCM
1423
Bourgeon Capital Management
Connecticut
$2K -$7.13K -200 -83%
GTAM
1424
Global Trust Asset Management
Florida
$2K – – –
APWA
1425
Atlas Private Wealth Advisors
New Jersey
$2K +$2.21K +62 New
55 56
57
58 59